AWG

Altus Wealth Group Portfolio holdings

AUM $226M
1-Year Est. Return 14.86%
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Sells

1 +$676K
2 +$404K
3 +$341K
4
INTC icon
Intel
INTC
+$331K
5
FCAL icon
First Trust California Municipal High income ETF
FCAL
+$219K

Sector Composition

1 Technology 7.96%
2 Industrials 6.49%
3 Financials 4.7%
4 Consumer Discretionary 4.27%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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